Money Purchase · DOL Form 5500 · 2024
Nfc Holdings Inc Money Purchase Plan
Data updated 2026-08-11
- $11M
- Total assets
- 9
- Participants
- 59th
- Percentile by assets
- $1.3M
- Avg per participant
Official DOL plan name: Northeast Financial Consultants · Sponsored by Nfc Holdings Inc · Connecticut · Finance & Insurance
$11M in assets, 9 participants
Nfc Holdings Inc's Northeast Financial Consultants reported $11M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 59th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 59th percentile by assets (of 123,622 plans)
- #3,634 in Finance & Insurance (8,549 peers)
Nfc Holdings Inc multi-year trail
Nfc Holdings Inc's plans moved +58.4% in assets from 2022 to 2024; this filing shows Northeast Financial Consultants at $11M / 9 participants.
- $11M
- total plan assets (2024 EOY)
- 9
- covered participants
- 59th
- percentile by assets (of 123,622 plans)
- $1.3M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northeast Financial Consultants end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Northeast Financial Consultants reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Nfc Holdings Inc across 3 plan years on file
Across the 3 plan years Nfc Holdings Inc has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $11M, a gain of 58.4%, while reported participants moved from 9 to 9 (+0.0%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($7M).
Nfc Holdings Inc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $7M |
| 2023 | 1 | 9 | $9M |
| 2024 | 1 | 9 | $11M |
Nfc Holdings Inc filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 364958064 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Northeast Financial Consultants vs. nearby Money Purchase plans in Connecticut, assets vs. participants
- New England Electrical Workers Money Purchase Plan and Trust $870M · 9,637
- Equinor US Holdings Inc. Money Purchase Pension Plan $200M · 683
- Southern Ct IBEW Annuity Plan $86M · 477
- Money Purchase Retirement Plan of U.a. Local 716 $37M · 340
- IBEW Local No. 223 Deferred Income Plan $30M · 631
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Northeast Financial Consultants by total assets, not by location.
Frequently Asked Questions
How did Northeast Financial Consultants assets move in 2024? ▼
How have Nfc Holdings Inc plan assets changed over time? ▼
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Next read for Northeast Financial Consultants
Multi-year trail
Ways to act on Northeast Financial Consultants's numbers.
- By total assets, Northeast Financial Consultants ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Connecticut. Compare plans
- Nfc Holdings Inc's sponsor-wide assets have grown 58.4% since 2022 across 3 plan years on file. More Finance & Insurance plans